Founded in 2004 by Thomas F. Zimmerman, Zimmerman Wealth Management, LLC is a Dallas-based registered investment advisory firm. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions from the sale of financial products. Their mission is to serve as a fiduciary, providing objective and comprehensive financial guidance that integrates investment management, retirement planning, estate planning, risk management, and tax strategies to help clients achieve their long-term financial goals.

Founded in

United States